CFA (3 levels)

equity research, asset management

Remote
Varies
Qualification
Typically Bachelor of Commerce (B.Com).
01

What the work involves

Day to day

Investment analysis and portfolio work - valuing companies, building financial models, forming a view on whether an asset is worth its price, and defending that view.

02

Who this suits

Fit

People genuinely interested in markets who can study consistently alongside a full-time job. The qualification is internationally recognised and signals commitment to investment work specifically.

03

The honest reality

Read this one

Three levels taken sequentially, with a heavy study load per level and pass rates that eliminate a large share of candidates each time. Fees are in foreign currency. The charter opens doors but does not guarantee a front-office role; the Indian investment job market is small relative to the number of candidates.

04

How you get there

Step by step

  1. 2 years Step 1
    Finish school

    Class 12 with Commerce, or any stream

  2. 3 years Step 2
    Qualify

    Complete Bachelor of Commerce (B.Com).

  3. Step 3
    Enter the field

    Typical first position: CFA (3 levels).

  4. Step 4
    Build and specialise Optional

    Move into management, or add a professional qualification.

  5. You are here
    CFA (3 levels)

    Everything above leads here. The steps marked optional can be skipped or taken later — they change how fast you arrive, not whether you can.

05

Courses that lead here

How to qualify

06

Roles within this career

What the job is called

Equity Research Analyst Private
Investment Analyst Private